The Sirius Report
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The Sirius Report
Through 20 years of diligent research I have gained a unique insight and understanding of the ongoing geopolitical shift towards a multipolar world. I have extensive knowledge of Eurasia, South America, Africa and the U.S.. I am able to assess geopolitical events and provide a very clear understanding of what those developments mean in the context of the vast global changes now unfolding.
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Joined on 23rd October 2025
Why China's Rare Earth Export Controls Are So Effective
China's leverage comes from controlling multiple steps in the supply chain:
Stage China's Position
Rare earth mining Large global share
Separation and refining Dominant
Rare earth metals/alloys Dominant
NdFeB magnet production Dominant
End-use component ecosystem Extensive